Estate Planning

To help you develop the most appropriate estate plan, we will need to consider information about your personal, family, and financial circumstances. When we know what you own and how your ownership is titled (such as jointly or separately), we can better serve you to structure your estate plan, tax planning, beneficiary designations and other matters.

It is not necessary that financial information be precise – estimates and round numbers are fine – but we do need to know who owns each asset. If you have information in another form (such as through a financial advisor or through a program such as Excel), please feel free to provide those documents.

Any information that you provide to us will be strictly confidential and will not be shared by us with any outside party unless you specifically authorize us to do so.

Use the online form below or if you prefer, download our printable pdf.